WEALTHENGINE

wealthengine-logo

WealthEngine.com is the leading wealth research services firm for nonprofit organizations and financial services companies. Recognizing the value of wealth indicators and identifying links to prospects, WealthEngine gathers information to assist wealth managers, marketers and development professionals to create strategies for up-selling, cross-selling or fundraising. Headquartered in Bethesda, MD, WealthEngine offers sophisticated analytics, offering cutting-edge wealth identification products and services. Thousands of financial service providers and prospect researchers depend on our data mining expertise and sophisticated ratings.

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WEALTHENGINE

Social Links:

Industry:
Analytics Financial Services Non Profit

Founded:
1991-01-01

Address:
Bethesda, Maryland, United States

Country:
United States

Website Url:
http://www.wealthengine.com

Total Employee:
51+

Status:
Active

Contact:
(844) 392-6827

Email Addresses:
[email protected]

Total Funding:
22.2 M USD

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress


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Current Advisors List

jack-biddle_image

Jack Biddle Member of the Board of Directors @ WealthEngine
Board_member

not_available_image

Rick LePere Board Member @ WealthEngine
Board_member

frank-rotman_image

Frank Rotman Board Member @ WealthEngine
Board_member

janet-yang_image

Janet Yang Board Member @ WealthEngine
Board_member

don-pyle_image

Don Pyle Board of Directors @ WealthEngine
Board_member

prashanth-pv-boccasam_image

Prashanth PV Boccasam Member of the Board of Directors @ WealthEngine
Board_member
2012-01-01

prashanth-pv-boccasam_image

Prashanth PV Boccasam Member of the Board of Directors @ WealthEngine
Board_member

Current Employees Featured

patrick-r-bischoff_image

Patrick R. Bischoff
Patrick R. Bischoff Senior Vice President, Professional Services @ WealthEngine
Senior Vice President, Professional Services

elizabeth-schiffmann-orzechowski_image

Elizabeth Schiffmann Orzechowski
Elizabeth Schiffmann Orzechowski VP of Product Management @ WealthEngine
VP of Product Management
2017-02-01

bob-latchford_image

BOB LATCHFORD
BOB LATCHFORD CFO @ WealthEngine
CFO

raj-khera_image

Raj Khera
Raj Khera EVP & CHIEF MARKETING OFFICER @ WealthEngine
EVP & CHIEF MARKETING OFFICER

prashanth-pv-boccasam_image

Prashanth PV Boccasam
Prashanth PV Boccasam Chief Executive Officer / Board Of Director @ WealthEngine
Chief Executive Officer / Board Of Director
2018-03-01

elizabeth-schiffmann-orzechowski_image

Elizabeth Schiffmann Orzechowski
Elizabeth Schiffmann Orzechowski Director of Customer Care @ WealthEngine
Director of Customer Care

Founder


tony-glowacki_image

Tony Glowacki

Acquisitions List

Date Company Article Price
2014-04-16 BrightContext BrightContext acquired by WealthEngine N/A

Investors List

signatures-capital_image

Signatures Capital

Signatures Capital investment in Debt Financing - WealthEngine

novak-biddle-venture-partners_image

Novak Biddle Venture Partners

Novak Biddle Venture Partners investment in Debt Financing - WealthEngine

cibc-bank_image

CIBC Bank

CIBC Bank investment in Debt Financing - WealthEngine

streamlined-ventures_image

Streamlined Ventures

Streamlined Ventures investment in Debt Financing - WealthEngine

streamlined-ventures_image

Streamlined Ventures

Streamlined Ventures investment in Series B - WealthEngine

signatures-capital_image

Signatures Capital

Signatures Capital investment in Series B - WealthEngine

novak-biddle-venture-partners_image

Novak Biddle Venture Partners

Novak Biddle Venture Partners investment in Series B - WealthEngine

sgh-capital_image

SGH CAPITAL

SGH CAPITAL investment in Series B - WealthEngine

hkb-capital_image

HKB Capital

HKB Capital investment in Series B - WealthEngine

comerica-incorporated_image

Comerica Incorporated

Comerica Incorporated investment in Venture Round - WealthEngine

Newest Events participated

finovatefall-2019_event_image Participated in FinovateFall 2019 on 2019-09-23 as exhibitor

marketing-nation-summit-2017_event_image Participated in Marketing Nation Summit 2017 on 2017-04-23 as exhibitor

shoptalk-2017_event_image Participated in Shoptalk 2017 on 2017-03-19 as sponsor

agc-13th-annual-west-coast-technology-conference_event_image Participated in AGC 13th Annual West Coast Technology Conference on 2017-02-13 as exhibitor

drive-conference_event_image Participated in DRIVE/ Conference on 2015-03-11 as sponsor

Official Site Inspections

http://www.wealthengine.com Semrush global rank: 940.89 K Semrush visits lastest month: 38.01 K

  • Host name: 141.193.213.20
  • IP address: 141.193.213.20
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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